Back to SCHW-PJ
SILVERLAKE WEALTH MANAGEMENT LLC → SCHW-PJ
SILVERLAKE WEALTH MANAGEMENT LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
33
Latest value
$237K
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.2M |
| Q3 2025 | $483K |
| Q3 2025 | $2.7M |
| Q4 2025 | $219K |
| Q4 2025 | $6.7M |
| Q4 2025 | $234K |
| Q4 2025 | $517K |
| Q4 2025 | $211K |
| Q4 2025 | $2.6M |
| Q1 2026 | $229K |
| Q1 2026 | $5.6M |
| Q1 2026 | $267K |
| Q1 2026 | $463K |
| Q1 2026 | $245K |
| Q1 2026 | $2.9M |
| Q2 2026 | $225K |
| Q2 2026 | $6.4M |
| Q2 2026 | $587K |
| Q2 2026 | $260K |
| Q2 2026 | $3.3M |
| Q2 2026 | $233K |
| Q2 2026 | $321K |
| Q2 2026 | $503K |
| Q2 2026 | $377K |
| Q3 2026 | $244K |
| Q3 2026 | $6.9M |
| Q3 2026 | $721K |
| Q3 2026 | $262K |
| Q3 2026 | $3.3M |
| Q3 2026 | $231K |
| Q3 2026 | $456K |
| Q3 2026 | $317K |
| Q3 2026 | $237K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $237K | 9.9K | — | — |
| Q3 2026 | $317K | 13.4K | — | — |
| Q3 2026 | $456K | 20.6K | — | — |
| Q3 2026 | $231K | 8.4K | — | — |
| Q3 2026 | $3.3M | 102.1K | — | — |
| Q3 2026 | $262K | 4.9K | — | — |
| Q3 2026 | $721K | 22.1K | — | — |
| Q3 2026 | $6.9M | 192.9K | — | — |
| Q3 2026 | $244K | 2.5K | — | — |
| Q2 2026 | $377K | 15.6K | — | — |
| Q2 2026 | $503K | 20.4K | — | — |
| Q2 2026 | $321K | 13.9K | — | — |
| Q2 2026 | $233K | 8.4K | — | — |
| Q2 2026 | $3.3M | 102.7K | — | — |
| Q2 2026 | $260K | 4.9K | — | — |
| Q2 2026 | $587K | 16.2K | — | — |
| Q2 2026 | $6.4M | 187.7K | — | — |
| Q2 2026 | $225K | 2.4K | — | — |
| Q1 2026 | $2.9M | 95.1K | — | — |
| Q1 2026 | $245K | 5.0K | — | — |
| Q1 2026 | $463K | 15.9K | — | — |
| Q1 2026 | $267K | 8.8K | — | — |
| Q1 2026 | $5.6M | 190.6K | — | — |
| Q1 2026 | $229K | 2.4K | — | — |
| Q4 2025 | $2.6M | 95.4K | — | — |
| Q4 2025 | $211K | 4.7K | — | — |
| Q4 2025 | $517K | 18.2K | — | — |
| Q4 2025 | $234K | 7.9K | — | — |
| Q4 2025 | $6.7M | 206.3K | — | — |
| Q4 2025 | $219K | 2.2K | — | — |
| Q3 2025 | $2.7M | 97.7K | — | — |
| Q3 2025 | $483K | 17.3K | — | — |
| Q3 2025 | $6.2M | 194.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B